Step by step: Add a new company
1. Go to Settings & Admin
Click Company under Settings & Admin in the menu on the left.
2. Click “Add company”
Select the desired accounting system from the dropdown menu.
If you do not see the correct system in the list, select Add other systems.
3. Fill in company information
Company name.
Registration number.
Period type: For example, monthly reconciliation.
Assigned user: Choose who will be responsible for the reconciliation.
VAT reporting frequency: Specify how often the company submits VAT.
Company group: Link to any group(s).
Check any modules you want to activate: Payroll, VAT, Assets.
Note that the form might look slightly different depending on the accounting system you choose.
💡 In some accounting systems, you must validate the integration by clicking the green Validate button before saving. Read more about setting up different accounting systems in the collection Setup & integrations.
4. Click “Save”
When all information is completed, click Save to finish the setup.
The company is now active.